Scope: This document outlines the procedures that Library Technical Services serials receiving staff follow when notification is received for bibliographic and format changes to periodicals and serial publications.
Contact: Elizabeth Perenyi
Unit: E-Resources and Serials Management
Date last reviewed: 04/30/08
Date of next review: April 2009
A. Title changes - Review the Check-In record: Have all issues published to date and due on our subscription/standing order been received?
If yes, continue with 3.
If no, claim.
- Review Expected Date for timeliness of next issue's arrival.
- Record title change information in Check-In Note for old title.
Example: Changed to [new title]
- Search for the new title in Voyager.
If found, continue to step 6.
If not found, search in LC resource file.
If not found in LC resource file, search in OCLC or RLIN through Eureka. - If a record is found in one of the above mentioned sources, import the desired record to Voyager.
If a record is not found, create preliminary Bibliographic and Holding Records. - Update records for pending title change information for all locations served by LTS staff.
- Record title change information on MFHD record(s), field 852 |x.
- Create Purchase Order(s) for the new title.
- Use Purchase Order number of the previous title with the added extension "a".
Example: 1ABC1234a
- Record title change information in Check-In Note of new title.
Example: Changed from [old title]
B. Format changes
- Review Check-In record. Have all issues published to date been received?
If yes, continue with step 2.
If no, claim. - Close Check-In pattern.
- Make notation in Check-In and MFHD records of format change.
Example: Beg. with 2004, available online only.
- Notify selector of format change by e-mail, or send a copy of the notification letter.
a. Keep letter from the publishers and subscription agents in a file.
b. In Check-In Note, record the date on which the notification is sent to the selector.
